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CRF

Cornerstone Total Return Fund

93 hedge funds and large institutions have $183M invested in Cornerstone Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

4% more funds holding

Funds holding: 8993 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.18% less ownership

Funds ownership: 21.42%16.24% (-5.2%)

9% less capital invested

Capital invested by funds: $201M → $183M (-$17.3M)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
41
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$114K +$3.19K +425 +3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$112K +$121K +16,110 New
Ameriprise
53
Ameriprise
Minnesota
$103K
MC
54
Moors & Cabot
Massachusetts
$96.7K -$10.5K -1,396 -9%
OWA
55
Outlook Wealth Advisors
Texas
$93.2K -$2.64K -351 -3%
VA
56
Valmark Advisers
Ohio
$92.4K +$4.76K +633 +5%
MCC
57
Money Concepts Capital
Florida
$88.5K +$95.7K +12,727 New
MWM
58
Meridian Wealth Management
Kentucky
$85.4K +$92.4K +12,292 New
HIP
59
HUB Investment Partners
Texas
$84K +$556 +74 +0.6%
Stifel Financial
60
Stifel Financial
Missouri
$82K +$88.6K +11,795 New
PAG
61
Private Advisor Group
New Jersey
$81.9K
KPWS
62
Kestra Private Wealth Services
Texas
$79.6K -$3.91K -520 -4%
IA
63
Integrity Alliance
Iowa
$77.6K +$1.95K +259 +2%
BIG
64
Brookwood Investment Group
Arizona
$75.9K -$1.99K -265 -2%
Citadel Advisors
65
Citadel Advisors
Florida
$72K +$77.9K +10,360 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$70.7K +$76.5K +10,176 New
AF
67
Allworth Financial
California
$59.8K
CA
68
CoreCap Advisors
Michigan
$50.5K
UBS Group
69
UBS Group
Switzerland
$50.1K +$54.2K +7,214 New
LFG
70
Larson Financial Group
Missouri
$49.5K +$53.5K +7,121 New
ACM
71
Anfield Capital Management
California
$46.3K
NA
72
NewEdge Advisors
Louisiana
$41.5K +$2.38K +316 +6%
GSEP
73
Golden State Equity Partners
California
$33.2K +$35.9K +4,771 New
WSFS
74
Wilmington Savings Fund Society
Delaware
$24.3K +$26.3K +3,500 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$23.1K +$7.52K +1,000 +43%

CRF Hedge Fund Activity: Q1 2026 in Review

93 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q1 2026, worth a combined $183M — down 8.6% from $201M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CRF positions and 10 closed out — a net gain of 7 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $13.3M. The largest seller was Sit Investment Associates, cutting an estimated $32.6M.

  • 93 institutional investors held Cornerstone Total Return Fund (CRF) as of Q1 2026, up from 89 in Q4 2025.
  • Funds reported $183M of Cornerstone Total Return Fund stock for Q1 2026, down 8.6% quarter-over-quarter.
  • 17 funds opened new Cornerstone Total Return Fund positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest Cornerstone Total Return Fund buyer in Q1 2026 was Alpine Global Management, an estimated $13.3M added.
  • The largest Cornerstone Total Return Fund seller in Q1 2026 was Sit Investment Associates, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.